recruiting

Take the opportunity to reflect and decide how the way you plan will impact your business going forward.

If your firm has experienced significant growth over the past 18 months like most of our advisors, you may consider expanding your prospect or client coverage by engaging a secondary advisor. Is now the right time? How do you know that your firm, prospects, and clients are ready for a new team member?

This infographic will help you understand when it’s time to hire another advisor. We at Talent Solutions typically suggest adding another advisor if the growth triggers below fit your firm’s goals or situation.

Updated on February 27, 2019, at 3:41 PM Ah, effective lead conversion tips for financial professionals. Where do we start? Let’s start here: Converting your leads into prospects, and those prospects into clients,…